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HBMCX vs PCBIX
HBMCX vs PCBIX Comparison
Open Charts HBMCX vs PCBIX
Hartford MidCap HLS IB
Price$22.87
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets801.51M
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
HBMCX vs PCBIX Comparison Chart in %
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HBMCX vs. PCBIX commentary
Sep 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HBMCX is a Hold and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. HBMCX (802M). PCBIX pays higher dividends than HBMCX: PCBIX (0.12) vs HBMCX (0.00). HBMCX was incepted earlier than PCBIX: HBMCX (26 years) vs PCBIX (25 years). HBMCX (0.99) is less costly to investors than PCBIX (0.67). HBMCX is a more actively managed with annual turnover of: 75.00 vs. PCBIX (10.50). HBMCX (0) and PCBIX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : 9.41 vs. HBMCX (-8.56). PCBIX return over 5 years is better than : 49.14 vs. HBMCX (-32.85).
| HBMCX | PCBIX | HBMCX / PCBIX | |
| Total Expense Ratio | 0.99 | 0.67 | 148% |
| Annual Report Gross Expense Ratio | 0.99 | 0.67 | 148% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | -13.633 | 7.135 | -191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 802M | 33B | 2% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -8.56 | 9.41 | -91% |
| Returns for 3 years | -5.96 | 47.03 | -13% |
| Returns for 5 years | -32.85 | 49.14 | -67% |
| Returns for 10 years | -31.78 | 116.70 | -27% |
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